+212.8%
RDDT vs VSH
+59.6%
+153.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.6% | -0.3% |
| 7D | +2.1% | +4.8% | -2.6% | +0.7% |
| 30D | +2.8% | -0.7% | +3.5% | +3.0% |
| 3M | -8.9% | -43.1% | +34.1% | +5.5% |
| 6M | +15.1% | +91.8% | -76.7% | -16.0% |
| YTD | -31.4% | +131.6% | -163.0% | -54.5% |
| 1Y | -39.4% | +118.1% | -157.5% | -59.0% |
| All | +212.8% | +59.6% | +153.1% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling